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Home > Institutional Investor > Haverford Financial Services, Inc. > Profile

Instuitional Investor - Haverford Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Haverford Financial Services, Inc.
Portfolio Value $333,787,970
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 113,793 $21,908,566 6.56%
2.
Microsoft Corp
 MSFT 55,234 $20,770,193 6.22%
3.
Costco Wholesale Corp W
 COST 26,679 $17,610,274 5.27%
4.
Mastercard Inc
 MA 40,589 $17,311,614 5.18%
5.
Accenture Plc
 ACN 40,704 $14,283,441 4.27%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)